Caleb A Stekl
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyFeb 2025 to now
- Principal Advised ServicesOct 2024 to Jan 2025
- Principal Life InsuranceOct 2024 to Jan 2025
- Principal Securities, Inc.Jul 2024 to Jan 2025
- Associate StaffingJul 2024 to Oct 2024
- TransamericaOct 2022 to Jul 2024
- PhmgJul 2022 to Oct 2022
- Skyline SolarAug 2021 to Jul 2022
- Double Edge MarketingMay 2021 to Aug 2021
- Center for Social and Behavioral ResearchOct 2017 to May 2021
- Full Time EducationAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7968511
- Firm CRD
- 149777